This session is designed to provide clarity around CEPA Mastery, the highest level of engagement within the Exit Planning Institute® Membership Model. CEPA Mastery is an application-based program, intentionally limited to a select group of advisors, designed for those committed to deepening their expertise, strengthening collaboration, and leading in the exit planning space. Ryan Beltz will walk through how the program works, what’s expected, and what participants gain, from the CEPA Mastery Winter Retreat to enhanced visibility through DriveValue.com® and deeper integration into the EPI community. The goal is simple: to help you determine if CEPA Mastery aligns with where you want to go as an advisor and what it takes to get there.
Learning Objectives:
- Clarify the structure and purpose of CEPA Mastery
- Address frequently asked questions and common areas of confusion
- Understand expectations for participation within CEPA Mastery
- Identify next steps for engaging with the CEPA Mastery tier
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Business Owners & Their Trusted Advisors
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Business Owners
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Other Business Professionals
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Business Consultants
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Professional Advisors
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Members of Family Business Boards
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Private Business Owners
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Ryan Beltz is a Senior Member Experience Representative at the Exit Planning Institute® (EPI), focused on building strong relationships with Certified Exit Planning Advisors (CEPA®) to drive engagement, satisfaction, and retention. As a senior member of the Membership Team, this role provides proactive, personalized support to ensure members maximize the value of their EPI membership.
Ryan joined EPI in September 2024 after a winding career path that included stops in political marketing, sports marketing, medical marketing, and e-commerce. When he’s not assisting CEPAs, Ryan enjoys spending time with his wife and their dogs, reading, watching sports, and experiencing live music. Some of his favorite artists he’s seen live are Oasis, Jack White, and 311.
If you are looking beyond CEPA and would like to discuss your long-term member path or unique needs, contact Ryan at (216) 712-4244 or by emailing RBeltz@BeyondCEPA.com. Connect with Ryan on LinkedIn by clicking here.